M&A Deal Summary |
|
|---|---|
| Date | 2022-02-08 |
| Target | Makara |
| Sector | Financial Services |
| Buyer(s) | Betterment |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 2008 |
| Sector | Financial Services |
Betterment is an online wealth management platform. Betterment leverages its proprietary software and vertically-integrated technology platform to help retail investors better manage, protect, and grow their wealth, all at a much lower cost than traditional asset managers. The Company’s algorithms automatically invest a customer’s assets across a portfolio of exchange traded funds (ETFs), rebalances investor portfolios, reinvests dividends, and drives ongoing tax loss harvesting to optimize long-term returns. Betterment was founded in 2008 and is based in New York, New York.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 3 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: Add-on Acquisition M&A Deals | 1 of 2 |
| State: Washington M&A | 1 of 1 |
| Country: United States M&A | 1 of 2 |
| Year: 2022 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-03-04 |
Wealthsimple s U.S. Investment Advisory Book of Business
Toronto, Ontario, Canada Wealthsimple's U.S. Investment Advisory Book of Business is a provider of investment advisory services. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-05-14 |
Rowboat Advisors
Menlo Park, California, United States Rowboat Advisors is a provider of portfolio management software with advanced capabilities in direct indexing, tax optimization, and personalized investing. Rowboat Advisors was founded in 2016 and is based in Menlo Park, California. |
Buy | - |
